Civic Intelligence

Intrepid Advisors LLC

Plan context: Intrepid Advisors LLC 401 K Profit Sharing Plan Trust

EIN 04-3535043 • Marlborough, MA • 13 filings • 3 plans

290 Donald Lynch Blvd Ste 302Marlborough, MA 01752-4705
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$54,320

2021 Contributions

$303,262

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$839,850$419,925$0200920152020YearValue
$54,320Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200920152020YearValue
8Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-0$0$0-
202018$54,320$303,262$37,908iApproximate average salary by contribution assumption: employee only about $947,694 at 4% or $631,796 at 6%; with 50% employer match about $631,796 at 4% or $421,197 at 6%; with 100% employer match about $473,847 at 4% or $315,898 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-8$54,320$303,262$37,908iApproximate average salary by contribution assumption: employee only about $947,694 at 4% or $631,796 at 6%; with 50% employer match about $631,796 at 4% or $421,197 at 6%; with 100% employer match about $473,847 at 4% or $315,898 at 6%.
2019116$839,850$267,306$16,707iApproximate average salary by contribution assumption: employee only about $417,666 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,629 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-16$839,850$267,306$16,707iApproximate average salary by contribution assumption: employee only about $417,666 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,629 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
2018112$517,001$172,212$14,351iApproximate average salary by contribution assumption: employee only about $358,775 at 4% or $239,183 at 6%; with 50% employer match about $239,183 at 4% or $159,456 at 6%; with 100% employer match about $179,388 at 4% or $119,592 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-12$517,001$172,212$14,351iApproximate average salary by contribution assumption: employee only about $358,775 at 4% or $239,183 at 6%; with 50% employer match about $239,183 at 4% or $159,456 at 6%; with 100% employer match about $179,388 at 4% or $119,592 at 6%.
2017111$380,937$91,911$8,356iApproximate average salary by contribution assumption: employee only about $208,889 at 4% or $139,259 at 6%; with 50% employer match about $139,259 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,630 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-11$380,937$91,911$8,356iApproximate average salary by contribution assumption: employee only about $208,889 at 4% or $139,259 at 6%; with 50% employer match about $139,259 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,630 at 6%.
201616$256,924$53,980$8,997iApproximate average salary by contribution assumption: employee only about $224,917 at 4% or $149,944 at 6%; with 50% employer match about $149,944 at 4% or $99,963 at 6%; with 100% employer match about $112,458 at 4% or $74,972 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-6$256,924$53,980$8,997iApproximate average salary by contribution assumption: employee only about $224,917 at 4% or $149,944 at 6%; with 50% employer match about $149,944 at 4% or $99,963 at 6%; with 100% employer match about $112,458 at 4% or $74,972 at 6%.
201515$203,901$30,036$6,007iApproximate average salary by contribution assumption: employee only about $150,180 at 4% or $100,120 at 6%; with 50% employer match about $100,120 at 4% or $66,747 at 6%; with 100% employer match about $75,090 at 4% or $50,060 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-5$203,901$30,036$6,007iApproximate average salary by contribution assumption: employee only about $150,180 at 4% or $100,120 at 6%; with 50% employer match about $100,120 at 4% or $66,747 at 6%; with 100% employer match about $75,090 at 4% or $50,060 at 6%.
201415$179,990$44,194$8,839iApproximate average salary by contribution assumption: employee only about $220,970 at 4% or $147,313 at 6%; with 50% employer match about $147,313 at 4% or $98,209 at 6%; with 100% employer match about $110,485 at 4% or $73,657 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-5$179,990$44,194$8,839iApproximate average salary by contribution assumption: employee only about $220,970 at 4% or $147,313 at 6%; with 50% employer match about $147,313 at 4% or $98,209 at 6%; with 100% employer match about $110,485 at 4% or $73,657 at 6%.
201316$154,944$47,195$7,866iApproximate average salary by contribution assumption: employee only about $196,646 at 4% or $131,097 at 6%; with 50% employer match about $131,097 at 4% or $87,398 at 6%; with 100% employer match about $98,323 at 4% or $65,549 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-6$154,944$47,195$7,866iApproximate average salary by contribution assumption: employee only about $196,646 at 4% or $131,097 at 6%; with 50% employer match about $131,097 at 4% or $87,398 at 6%; with 100% employer match about $98,323 at 4% or $65,549 at 6%.
201216$126,571$41,621$6,937iApproximate average salary by contribution assumption: employee only about $173,421 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-6$126,571$41,621$6,937iApproximate average salary by contribution assumption: employee only about $173,421 at 4% or $115,614 at 6%; with 50% employer match about $115,614 at 4% or $77,076 at 6%; with 100% employer match about $86,710 at 4% or $57,807 at 6%.
201116$141,182$38,035$6,339iApproximate average salary by contribution assumption: employee only about $158,479 at 4% or $105,653 at 6%; with 50% employer match about $105,653 at 4% or $70,435 at 6%; with 100% employer match about $79,240 at 4% or $52,826 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-6$141,182$38,035$6,339iApproximate average salary by contribution assumption: employee only about $158,479 at 4% or $105,653 at 6%; with 50% employer match about $105,653 at 4% or $70,435 at 6%; with 100% employer match about $79,240 at 4% or $52,826 at 6%.
201017$187,585$75,962$10,852iApproximate average salary by contribution assumption: employee only about $271,293 at 4% or $180,862 at 6%; with 50% employer match about $180,862 at 4% or $120,575 at 6%; with 100% employer match about $135,646 at 4% or $90,431 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-7$187,585$75,962$10,852iApproximate average salary by contribution assumption: employee only about $271,293 at 4% or $180,862 at 6%; with 50% employer match about $180,862 at 4% or $120,575 at 6%; with 100% employer match about $135,646 at 4% or $90,431 at 6%.
200917$97,774$83,841$11,977iApproximate average salary by contribution assumption: employee only about $299,432 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,081 at 6%; with 100% employer match about $149,716 at 4% or $99,811 at 6%.
Intrepid Advisors LLC 401 K Profit Sharing Plan Trust-7$97,774$83,841$11,977iApproximate average salary by contribution assumption: employee only about $299,432 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,081 at 6%; with 100% employer match about $149,716 at 4% or $99,811 at 6%.